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COST

Name Holding Trade Value Shares
Change 		Change in
Stake
TFG
2951
Taylor Financial Group
Virginia
$591K – – –
FFG
2952
Floyd Financial Group
Missouri
$589K +$584K +629 New
TIP
2953
Torray Investment Partners
Maryland
$589K – – –
FSC
2954
Full Sail Capital
Oklahoma
$589K +$32.5K +35 +6%
EP
2955
Essential Planning
New Hampshire
$589K +$588K +634 New
IF
2956
Intrua Financial
Texas
$586K -$94.6K -102 -14%
CWM
2957
Chesapeake Wealth Management
Virginia
$586K -$36.2K -39 -6%
SC
2958
Sawyer & Company
Massachusetts
$586K -$186K -200 -24%
SWM
2959
Selective Wealth Management
Virginia
$585K -$63.1K -68 -10%
AGA
2960
Arkos Global Advisors
Texas
$584K – – –
HCP
2961
Holt Capital Partners
Texas
$584K – – –
PNAA
2962
Pictet North America Advisors
Switzerland
$584K – – –
BAM
2963
Bosun Asset Management
Illinois
$583K +$9.28K +10 +2%
OWM
2964
OneAscent Wealth Management
Alabama
$582K -$67.7K -73 -10%
AMBIA
2965
Allen Mooney & Barnes Investment Advisors
Georgia
$581K -$22.3K -24 -4%
MA
2966
MCF Advisors
Kentucky
$581K – – –
VBFP
2967
Valtinson Bruner Financial Planning
Minnesota
$581K -$139K -150 -19%
SEP
2968
Southland Equity Partners
Missouri
$578K +$23.2K +25 +4%
PT
2969
Plimoth Trust
Massachusetts
$578K +$39K +42 +7%
CFG
2970
Carr Financial Group
Massachusetts
$578K -$22.3K -24 -4%
VCM
2971
Versant Capital Management
Arizona
$575K +$143K +154 +33%
BMM
2972
Berkshire Money Management
Massachusetts
$575K +$582K +627 New
OCM
2973
Osterweis Capital Management
California
$575K – – –
PCMN
2974
Paradigm Capital Management (Nevada)
Nevada
$573K – – –
PPC
2975
Pennington Partners & Co
Maryland
$573K +$580K +625 New
117 118
119
120 121